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229 hedge funds and large institutions have $2.39B invested in Plexus in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 103 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 225229 (+4)

0.24% more ownership

Funds ownership: 94.63%94.87% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $2.46B → $2.39B (-$74.9M)

41% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 103

Holders
229
Holders Change
+4
Holders Change %
+1.78%
% of All Funds
4.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
61
Reduced
103
Closed
12
Calls
$3.92M
Puts
Net Calls
+$3.92M
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$375M -$14.4M -162,073 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$277M -$4.51M -50,687 -2%
DGI
3
Disciplined Growth Investors
Minnesota
$196M -$906K -10,182 -0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$164M -$325K -3,659 -0.2%
EARNEST Partners
5
EARNEST Partners
Georgia
$127M -$2.33M -26,207 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$95.5M +$2.59M +29,073 +3%
FMI
7
Fiduciary Management Inc
Wisconsin
$92.6M +$1.7M +19,067 +2%
State Street
8
State Street
Massachusetts
$85.1M -$320K -3,594 -0.4%
BNP Paribas Asset Management
9
BNP Paribas Asset Management
France
$75.6M +$5.91M +66,441 +9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$70.3M +$2.63M +29,601 +4%
SAM
11
Silvercrest Asset Management
New York
$62M -$503K -5,656 -0.8%
CB
12
Cooke & Bieler
Pennsylvania
$61.6M -$1.45M -16,332 -2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$43.9M -$419K -4,716 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$42.9M -$1.07M -12,003 -2%
Northern Trust
15
Northern Trust
Illinois
$31.9M -$893K -10,043 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$29.8M +$1.28M +14,376 +5%
Charles Schwab
17
Charles Schwab
California
$28.7M +$1.07M +11,990 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.2M +$623 +7 +0%
Norges Bank
19
Norges Bank
Norway
$27.3M -$2.63M -29,588 -9%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$26.9M -$439K -4,934 -2%
Invesco
21
Invesco
Georgia
$25.8M +$1.14M +12,777 +5%
CIP
22
Chartwell Investment Partners
Pennsylvania
$19.3M -$2.66M -29,917 -12%
Principal Financial Group
23
Principal Financial Group
Iowa
$17.7M -$361K -4,059 -2%
Ameriprise
24
Ameriprise
Minnesota
$17M -$626K -7,043 -4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$16.7M -$605K -6,801 -4%

PLXS Hedge Fund Activity: Q3 2021 in Review

229 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Plexus (PLXS) for Q3 2021, worth a combined $2.39B — down 3% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLXS positions and 12 closed out — a net gain of 4 holders — while 61 added to existing stakes and 103 trimmed.

The largest buyer was BNP Paribas Asset Management, adding an estimated $5.91M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 229 institutional investors held Plexus (PLXS) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $2.39B of Plexus stock for Q3 2021, down 3% quarter-over-quarter.
  • 16 funds opened new Plexus positions in Q3 2021 and 12 closed out, a net change of +4 holders.
  • The largest Plexus buyer in Q3 2021 was BNP Paribas Asset Management, an estimated $5.91M added.
  • The largest Plexus seller in Q3 2021 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2021.